IAG Wealth Partners’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.2K | Hold |
2,305
| – | – | 0.01% | 171 |
|
|
2025
Q1 | $75.6K | Hold |
2,305
| – | – | 0.01% | 166 |
|
|
2024
Q4 | $79.5K | Hold |
2,305
| – | – | 0.01% | 157 |
|
|
2024
Q3 | $80.7K | Hold |
2,305
| – | – | 0.01% | 150 |
|
|
2024
Q2 | $73.7K | Hold |
2,305
| – | – | 0.01% | 146 |
|
|
2024
Q1 | $78.6K | Hold |
2,305
| – | – | 0.02% | 134 |
|
|
2023
Q4 | $72.6K | Sell |
2,305
-495
| -18% | -$15.6K | 0.02% | 127 |
|
|
2023
Q3 | $79.6K | Buy |
2,800
+735
| +36% | +$20.9K | 0.02% | 115 |
|
|
2023
Q2 | $61.8K | Buy |
+2,065
| New | +$61.8K | 0.02% | 148 |
|